2020-03-05 Resource Access Meeting Notes

Date

05 Mar 2020

Discussion Items

Time	Item	Who	Description	Goals
2min	Housekeeping	Andrea Loigman		Notetaker - Rameka Barnes
20min	Users UI	Andrea Loigman	Preference of order for accordions	User info, loans, requests, fines/fee, custom fields, patron blocks, notes, contact info, proxy/sponsor, extended info, service points, user permissions. Prefer the addition (repetition) of several pieces of info in User Info.
40min	Circulation	Brian Arrigo & Brooks Travis	Implementers

Topics we like to take to the Monday Meeting
Not naming/renaming the fixed due date schedule data entry table

Notes were taken by : Rameka Barnes

Demonstration by Brian Arrigo from Simmons University.

Permissions for Circulation set up (Covered 2/20)
Patron Groups (Covered 2/20)
Locations (Covered 2/20)
Loan Types(Covered 3/2)
Material types (Covered 3/2)
Overdue Fine Policies (Covered 3/2)
Lost item fee policies(Covered 3/2)
Request Policies (Covered 3/2)
Request cancellation reasons (Covered 3/2)
Patron notice policies (Covered 3/2)
Patron notice templates (Covered 3/2)
Fixed due date schedules (Covered 3/5)
Staff slips (started on 3/5)
Loan policies

USER UI - Andrea

Preferred Accordion Display for RA SIG: Andrea will let Patty know the result

1. User information

2. Loans

3.Requests

4. Fees/fines

5. Custom fields

6. Patron blocks

7. Notes

8. Contact information

9.Proxy/Sponsor

10. Extended information

11. Service points

12. User permissions

Circulation: Implementers Brian Arrigo and Brooks Travis

Fixed Due Date Schedules

Found at: Settings > Circulation > Loans > Fixed Due Date Schedules
Brooks Travis demonstrated creating fixed due dates.
Fixed due dates- Term based due dates that allows you to define a specific due date for items checked out during a specified date range. Date from (start date); Date to( end date); Due date( date you want the items to be due if checked out during the date from and date to date range)
Schedules are in the order in which they are created.
Should ideally sort by dates versus by date created
Circ rules do not need a fixed due date schedule

Staff slips

Found at: Settings > Circulation > General > Staff slips
Brooks Travis and Brian Arrigo demonstrated staff slips
Hold, transit, request delivery and pick slips are prepopulated in the system. You can edit the description and tokens.
Hold slips- physical slip for any item awaiting pickup form service desk (recall, hold or page)
Pick slips (Some colleges have this and some don’t)- where are they supposed to be; tokens blank on notices

Bugs Identified in demos:

Editor is not what you see

Where pick slips supposed to be- Some environments have all staff slips and some don’t

Tokens not showing up on the pick slips